Core Wealth Partners’s Realty Income O Stock Holding History

Core Wealth Partners’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Buy	5,071 +569	+13%	+$35.5K	0.13%	130
2026 Q1	$275K	Sell	4,502 -17	-0.4%	-$1.06K	0.13%	134
2025 Q4	$255K	Sell	4,519 -168	-4%	-$9.73K	0.11%	142
2025 Q3	$285K	Sell	4,687 -129	-3%	-$7.51K	0.13%	131
2025 Q2	$277K	Sell	4,816 -498	-9%	-$28.2K	0.14%	129
2025 Q1	$308K	Sell	5,314 -2,300	-30%	-$127K	0.18%	115
2024 Q4	$407K	Buy	7,614 +1,038	+16%	+$60.5K	0.23%	93
2024 Q3	$417K	Buy	6,576 +2,453	+59%	+$146K	0.25%	89
2024 Q2	$218K	Buy	4,123 +57	+1%	+$3.04K	0.15%	136
2024 Q1	$220K	Buy	+4,066	New	+$220K	0.17%	125
2023 Q1	–	Sell	-25,909	Closed	-$201K	–	129
2022 Q4	$201K	Buy	+25,909	New	+$1.61M	0.23%	98

Other funds holding O

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Core Wealth Partners's O Position: Q2 2026 in Review

Core Wealth Partners increased its Realty Income (O) stake by 13% in Q2 2026, buying an estimated $35.5K and bringing the position to 5,071 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #130.

Core Wealth Partners first reported a position in O in Q4 2022 and has held it in 11 quarters since. The position peaked at $417K in Q3 2024. 425 funds tracked by Wall St. Rank hold O as of Q2 2026.

Core Wealth Partners held 5,071 shares of Realty Income worth $314K as of Q2 2026.
Core Wealth Partners bought 569 Realty Income shares in Q2 2026, an estimated $35.5K.
Realty Income made up 0.13% of Core Wealth Partners's portfolio in Q2 2026, its #130 holding.
Core Wealth Partners first reported a position in Realty Income in Q4 2022 and has held it in 11 quarters since.
Core Wealth Partners's Realty Income position peaked at $417K in Q3 2024.
425 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.